LGWM
Litman Gregory Wealth Management’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-535
| Closed | -$64K | – | 77 |
|
|
2021
Q1 | $64K | Hold |
535
| – | – | 0.01% | 92 |
|
|
2020
Q4 | $59K | Hold |
535
| – | – | 0.01% | 92 |
|
|
2020
Q3 | $58K | Hold |
535
| – | – | 0.01% | 94 |
|
|
2020
Q2 | $49K | Hold |
535
| – | – | 0.01% | 94 |
|
|
2020
Q1 | $42K | Buy |
535
+300
| +128% | +$23.6K | 0.01% | 89 |
|
|
2019
Q4 | $20K | Sell |
235
-222
| -49% | -$18.9K | ﹤0.01% | 123 |
|
|
2019
Q3 | $38K | Sell |
457
-222
| -33% | -$18.5K | 0.01% | 82 |
|
|
2019
Q2 | $57K | Buy |
679
+479
| +240% | +$40.2K | 0.02% | 84 |
|
|
2019
Q1 | $16K | Hold |
200
| – | – | ﹤0.01% | 95 |
|
|
2018
Q4 | $14K | Hold |
200
| – | – | ﹤0.01% | 104 |
|
|
2018
Q3 | $15K | Hold |
200
| – | – | 0.01% | 79 |
|
|
2018
Q2 | $12K | Hold |
200
| – | – | ﹤0.01% | 73 |
|
|
2018
Q1 | $12K | Buy |
+200
| New | +$12K | ﹤0.01% | 136 |
|